Living Trust Package

Instead of distributing property through a will, some clients prefer to execute a living trust. A living trust is designed to hold your assets during your lifetime and then provides instructions for how the trust property is to be distributed after your death.

You should consult with an attorney to determine whether a living trust is the right approach for you. Generally, the benefits of a living trust are 1) to avoid probate, which may be particularly advantageous for clients owning real estate in multiple states, 2) to protect privacy; a probated will is filed with the court and is a public document, while a trust agreement may remain private.

Our Living Trust Package is available for a flat fee of $1200 for individuals or $1800 for couples. It includes:

Initial Consultation

Revocable Living Trust Agreement

Certificate of Trust

Quitclaim Deed for one (1) property

Assignment of Personal Property

Last Will and Testament (Pourover Will)

Health Care Power of Attorney

General Durable Power of Attorney

Living Will

Signing Ceremony w/ Witnesses Provided

Notary Service

Estate Planning Overview

Peace of Mind Meeting for Loved Ones

If you want to determine whether a Living Trust is right for you, call to schedule an appointment with an estate planning attorney: (615) 353-0930. Home visits are also available.

Our goal is to make the estate planning process simple, convenient, and thorough for our clients.

We serve the following localities: Davidson County including Nashville; Shelbyville; Tullahoma; Hamilton County including Chattanooga; Knox County including Knoxville; Madison County including Jackson; Maury County including Columbia and Spring Hill; Montgomery County including Clarksville; Putman County including Cookeville; Robertson County including Springfield; Rutherford County including Murfreesboro and Smyrna; Crossville; Sumner County including Gallatin and Hendersonville; Williamson County including Franklin; and Wilson County including Lebanon.